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Coleman Report Live! Upcoming Call
Coleman Report Live! Tuesday, February 10, 2026 Noon Eastern; 30 Minutes AGENDA Coleman Report Live! is an exclusive monthly call for SBA lenders that tackles the key issues shaping the industry right now—from policy updates and market trends to lending strategies and emerging challenges. Hosted by Bob Coleman, each session delivers timely insights, practical takeaways,…
Read MoreBanks Unleashed: The New Era of Growth, M&A, and Regulatory Reset — 2/10
After a full year of nominations, policy changes, and executive orders, the Trump Administration has dramatically reset the regulatory landscape for banks. Banks are enjoying strong earnings, increasing margins, and lower compliance costs. A new M&A boom is underway and regulatory approval timelines have been slashed in half. Bank stocks are outperforming the broader market.…
Read MoreAvoid the Top Ten Equity Injection Mistakes That Put Your SBA Guaranty at Risk — 2/18
Practical training with former SBA Deputy Director Lance Sexton on how seasoned loan closers document equity injections to achieve 100% audit compliance under SOP 5010 8. .. A Coleman Training WebinarDate: Wednesday, Feburary 18, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Equity injection documentation continues to be one of the most heavily scrutinized areas in…
Read MoreNew SOP 50 57 4: SBA Mandatory Deadlines and Expanded Guaranty Repair and Denial Guidance — 2/11
What every SBA lender must know events that trigger the 24-month liquidation clock, 30-day Wrap-Up Report rule, and the expanded list of guaranty repair triggers .. A Coleman Training WebinarDate: Wednesday, February 11, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording SBA lenders are facing a wave of new compliance challenges with SOP 50 57 4,…
Read MoreUnderwriting & Closing SBA Business Acquisition Loans: From Credit Decision Through Final Disbursement — 2/4
A Coleman Training WebinarDate: Wednesday, February 4, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording In FY 2025, 23.6% of SBA 7(a) loan dollars (over $9 billion) were used for business acquisitions, confirming that change-of-ownership financing remains one of the most active and scrutinized segments of the SBA program. With Baby Boomers still owning approximately 40%…
Read MoreTop 10 SBA 7(a) Loan Closing Mistakes Closers Make, And How to Avoid Them — 1/15
.. A Coleman Training Webinar Date: Thursday, January 15, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Are your SBA 7(a) closings getting delayed, repaired, or worse, stripped of the guaranty after funding? Every year lenders lose real money and credibility because basic closing errors are discovered too late, often during SBA review or liquidation. These…
Read More2026 Annual SBA Loan Portfolio Servicing Actions: SBA 7(a), 504 and PPP Loans — Webinar 1/22
.. A Coleman Training Webinar Date: Thursday, January 22, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Protect Your SBA Guaranties and Strengthen Your Portfolio in 2026 Now is the time for your annual assessment of your SBA loan portfolio to protect your institution’s loan guarantees while providing thoughtful, compliant solutions that help your borrowers manage…
Read MoreUsing Microsoft Copilot for SBA 7(a) Credit Memos: How to Turn Numbers into Narrative — 1/29
A Coleman Training Webinar Date: Thursday, January 29, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Both live Webinar sessions will contain the same content. You may use one unlimited site license registration fee for underwriters to attend either, or both sessions. Overview Microsoft Copilot and AI tools are transforming how SBA lenders analyze and present…
Read MoreOLD UNDERWRITING TRAINING COPY
Coleman Certified SBA 7(a) Loan Underwriter Training Download Registration Form HEREOr Register Online through QuickBooks An All New Updated Online Training course! Bob Coleman continues his award-winning instruction for 2024. A 12 week online video program your staff can complete on their own schedules PLUS! receive professional certification. 12-WEEK COURSE FORMAT: VIDEO: Approximately 60-75…
Read MoreThe SBA Lender and its LSP: What SBA and OCC Examiners Expect in 2026 from Your LSP Third-Party Vendor Relationship — 12/18
.. A Coleman Training WebinarDate: Thursday, December 18, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording Lender Service Provider oversight is no longer a routine file check—it’s a regulatory priority. Under SOP 50 10 8 (effective June 1, 2025), SBA emphasizes that “SBA reserves the right to audit compliance with any SBA-reviewed LSP agreement” and…
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